Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 1,799 institutions that hold shares in the stock, with a total of 514 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,614
shares
|
$452,472
0.53% of portfolio
|
Q2 2024
Added 11.17%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
3,602
shares
|
$450,970
0.03% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,581
shares
|
$448,341
0.04% of portfolio
|
Q4 2022
Added 1.16%
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
3,578
shares
|
$447,965
0.02% of portfolio
|
Q2 2024
Added 71.69%
|
|
Miramar Capital, LLC
|
Aug 12, 2024 Q2 2024 |
3,575
shares
|
$447,590
0.11% of portfolio
|
Q2 2024
New holding
|
|
Holderness Investments CO
Greensboro, NC |
Aug 13, 2024 Q2 2024 |
3,565
shares
|
$446,338
0.11% of portfolio
|
Q1 2024
Added 1.86%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
3,555
shares
|
$445,086
0.03% of portfolio
|
Q2 2024
Added 6.44%
|
|
Chicago Capital, LLC
|
Aug 06, 2024 Q2 2024 |
3,551
shares
|
$444,585
0.01% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Lvz, Inc.
|
Jul 24, 2024 Q2 2024 |
3,550
shares
|
$444,460
0.06% of portfolio
|
Q2 2024
Added 106.4%
|
|
Heritage Wealth Advisors
|
Aug 05, 2024 Q2 2024 |
3,550
shares
|
$444,460
0.02% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
Financial Planning & Information Services, Inc.
|
Aug 13, 2024 Q2 2024 |
3,548
shares
|
$444,209
0.07% of portfolio
|
Q1 2023
Reduced 2.45%
|
|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
3,543
shares
|
$443,583
0.01% of portfolio
|
Q2 2024
Added 0.54%
|
|
Zimmermann Investment Management & Planning LLC
|
Jul 26, 2024 Q2 2024 |
3,527
shares
|
$441,580
0.16% of portfolio
|
Q2 2024
Added 19.93%
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
3,523
shares
|
$441,079
0.01% of portfolio
|
Q4 2022
Reduced 99.06%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
3,512
shares
|
$439,702
0.07% of portfolio
|
Q2 2024
Added 8.97%
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 13, 2024 Q2 2024 |
3,508
shares
|
$439,201
0.08% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
Moody Lynn & Lieberson, LLC
|
Jul 25, 2024 Q2 2024 |
3,480
shares
|
$435,696
0.03% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
Mmbg Investment Advisors Co.
|
Aug 13, 2024 Q2 2024 |
3,450
shares
|
$431,940
0.05% of portfolio
|
Q2 2023
Reduced 3.09%
|
|
Grandfield & Dodd, LLC
|
Aug 09, 2024 Q2 2024 |
3,446
shares
|
$431,439
0.03% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 13, 2024 Q2 2024 |
3,446
shares
|
$431,439
0.04% of portfolio
|
Q2 2024
New holding
|
|
Pegasus Partners Ltd.
Mequon, WI |
Aug 07, 2024 Q2 2024 |
3,446
shares
|
$431,439
0.04% of portfolio
|
Q2 2024
Added 17.97%
|
|
Epiq Partners, LLC
|
Jul 10, 2024 Q2 2024 |
3,421
shares
|
$428,309
0.31% of portfolio
|
Q2 2024
Added 0.41%
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
3,420
shares
|
$428,184
0.24% of portfolio
|
Q2 2024
Reduced 13.85%
|
|
Geller Advisors LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
3,404
shares
|
$426,180
0.03% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,401
shares
|
$425,805
0.03% of portfolio
|
Q2 2024
Reduced 19.31%
|